Job Description
About the role
A career as an expert advisor in the Centre d’expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859’s clients. This position allows you to have a positive impact on our organization through your communication and analytical skills, and your experience in financial planning and taxation.
Your role
- Provide support and guidance on complex questions to Private Banking 1859 advisors.
- Work with advisors to analyze different situations.
- Carry out estate planning for PB1859 clients.
- Meet with clients (and their legal professionals and tax experts, as required) and advisors to present estate planning to their files.
- Devise and conduct training activities with targeted organisations inside and outside the Bank.
- Act as a resource person for journalists in partnership with Public Affairs, when required.
- Publish articles o...
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